Zapier

We’ve built out an API and use Zapier to allow you to integrate ProdPad with a wide range of other tools and services, including development management tools, project and task management tools, and customer support tools – and many more! Zapier integrations are free and currently do not count towards your subscription package.

Salesforce

Creating feedback from a Salesforce account to ProdPad is easy with a Zapier integration!

You will need:

  • A Salesforce account
  • A Zapier Premium account
  • A ProdPad Starter+ account

Step 1: Select your Trigger

To get this going, we will select the trigger as "New Record" from the available Salesforce triggers in Zapier. Once you select authenticate, you will be prompted to select the type of record - for this, select Note.

Screenshot_2020-03-25_at_17.04.14.png

Step 2: Find Contact

Now that we have selected the trigger to be based on a record - we need to ensure that we have all the relevant contact information to pass on to ProdPad.

As a second step, we'll do a "Find Record" to match the note to the contact information being entered.

Screenshot_2020-03-25_at_17.09.39.png

Under the Customize Record section, select the following attributes:

Salesforce Object = Contact

Field to Search by = Contact ID

Search Value = ParentID (from the custom object)

Screenshot_2020-03-25_at_17.10.57.png


Step 3: Send Feedback to ProdPad

Now it's time to customize how information will be sent in to ProdPad!

We recommend the following mapping:

ProdPad Salesforce
Username Find Record: Name
Feedback Note: Body
User Email Find Record: Email
Source Sales Team
External Link Name Salesforce Profile
External Link URL Find Record: Attributes URL

 

You're all set! Whenever a new Note is added to Salesforce, a new record in ProdPad will be created 🎉

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